See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,335 | $72,277-24.8% | $101,248-46.3% | $79,858-32.0% |
| Participation rate | 86.1% | 68.5%+17.7pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | 10.99% | 22.30%-11.3pp | 46.47%-35.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,991 | $2,692-26.0% | $3,660-45.6% | $2,471-19.4% |
| Participant deferral / active EE | $3,695 | $3,282+12.6% | $4,370-15.4% | $3,740-1.2% |
| Admin fee / account holder | $607 | $4,400-86.2% | $5,945-89.8% | $5,306-88.6% |